Trust Administration

Selecting a competent and prudent trustee is the cornerstone of a successful estate plan.
Your trustee will not only comply with your wishes, but also manage the assets of your trust.

The Basics

A trustee is someone you can appoint to manage your financial affairs if you're unable to do so. The trustee is responsible for using the trust property for the benefit of the trust beneficiaries according to the terms of the trust document. If those duties are breached, the trustee can be held personally liable.

Choosing a Trustee

You can select an individual or multiple trustee(s). To get started, we recommend that you draft a list of goals and needs.

Here are desirable trustee traits to assist with your selection:

Willing to serve

Dutiful with contract administration

Experienced at investing

Detailed and organized at record-keeping

Informed and comfortable around beneficiaries

Sensitive during trying times

Flexible around changing needs

Establish comprehensive protection and peace of mind for your family by naming MEMBERS Trust Company as your trustee.

MEMBERS Trust Company as Your Trustee

Owned by America's Credit Unions, MEMBERS Trust Company is a great choice for trustees or their agents.

Since 1987, we've provided personal trust services to members for the following types of trusts:

Nondeposit investment and insurance products are offered through Navy Federal Financial Group, LLC (NFFG) and through its subsidiary, Navy Federal Brokerage Services, LLC (NFBS), a member of FINRA/SIPC and an SEC registered investment advisory firm. Brokerage and advisory products are offered through NFBS. These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the federal government, and may involve investment risk, including possible loss of principal. 1-877-221-8108. Trust Services available through MEMBERS Trust Company. 1-855-358-7878.

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